See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR1+ years Service code 26 | Advisory (Participants) | $1,214 |
Filed as: VOYA RET. INS. AND ANNUITY COMP Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,957 | $46,360-20.3% | $147,614-75.0% | $52,331-29.4% |
| Participation rate | 79.2% | 64.9%+14.3pp | 84.6%-5.4pp | 68.1%+11.1pp |
| Annual return | -0.20% | 1.62%-1.8pp | 61.98%-62.2pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,586 | $2,126-25.4% | $5,564-71.5% | $1,882-15.7% |
| Participant deferral / active EE | $2,483 | $2,258+10.0% | $4,895-49.3% | $3,022-17.8% |
| Admin fee / account holder | $42 | $766-94.5% | $11,611-99.6% | $592-92.8% |